Ongoing CPA Support That Keeps You Compliant and In Control .
Most tax problems don’t start in April. They build all year.
Our plans are designed to:
keep your records accurate
reduce your tax liability
prevent compliance issues
Available Plans
Starter
For Schedule C/E filers and early-stage businesses up to $100,000 in revenue. Quarterly support focused on compliance and basic planning.
Starting at $250/month
Advanced
For businesses generating $500K–$1M with multi-state exposure and growing complexity. Monthly support, proactive tax planning, and ongoing compliance oversight.
Starting at $2,000/month
Growth
For established businesses generating $100,000–$500,000 in revenue. Ongoing bookkeeping, compliance, and structured tax planning.
Starting at $500/month
Elite
For business owners and investors generating $1M–$2M with complex income, multi-entity structures, and deeper planning needs. Monthly accounting, compliance, and advanced tax strategy focused on income control, entity coordination, and long-term planning.
Starting at $3,500/month
Scale
For established businesses generating $250K–$500K with consistent compliance and planning needs. Monthly accounting support with active planning and year-round oversight.
Starting at $1,000/month
Private Client
For $2M+ businesses and investors with complex structures and multi-state activity. Full-service support and advanced tax strategy.
Starting at $5,500/month.
Get Started with Ongoing Accounting
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